Role at Touchstone Advisors
- Title on Schedule A
- Avp, Product Management & Capital Markets
- Control
- Anthony Lazzeri is not a control person of Touchstone Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Anthony Lazzeri has held the filed role since February 2022.
The firm
Form ADV filed 31 March 2026
Career on record
Anthony Lazzeri has been registered through Touchstone Advisors since May 2022.
- Touchstone Advisors IncCurrent– present · 4 yearsCincinnati, OH · Adviser representative · Firm CRD 107028
- Passed Series 7TO and Series 66 · 2022
- Passed SIE · 2021
- Passed Series 6 and Series 63 · 2013
Registrations and exams
Anthony Lazzeri has a current investment-adviser registration in Ohio and has passed 5 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Ohio | Investment adviser representative | Approved | 12 May 2022 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 May 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 July 2013 |
| Series 7TO | General Securities Representative Examination | 4 March 2022 |
| SIE | Securities Industry Essentials Examination | 10 December 2021 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 June 2013 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Anthony Carl Lazzeri
- CRD
- 6200724
- Registration status
- Investment adviser and broker registrations
- Office
- 303 BROADWAY, SUITE 1100, Cincinnati, OH 45202-4203
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Anthony Lazzeri work?
Anthony Lazzeri has been Avp, Product Management & Capital Markets of Touchstone Advisors Inc since February 2022.
Is Anthony Lazzeri a financial advisor?
Yes. Anthony Lazzeri has a current investment-adviser registration in Ohio, through Touchstone Advisors since May 2022, as of 18 October 2026.
How many years of experience does Anthony Lazzeri have?
Anthony Lazzeri has worked in the financial industry for 7 years as of 18 October 2026, counted from 6 January 2019, across 1 adviser firm.
What exams has Anthony Lazzeri passed?
Anthony Lazzeri has passed 5 licensing exams: the Series 6, Series 63, SIE, Series 7TO and Series 66. The earliest, the Series 6, was passed in June 2013.
Where is Anthony Lazzeri based?
Anthony Lazzeri’s registered office is in Cincinnati, OH.
Leadership at Touchstone Advisors
- Benjamin AlgePresident
- Timothy PaulinSR. Vice President Investment Research & Product Management
- Bradley WattersonAssistant Vice President, Investment Research
- Scott WittmanVice President, Tax
- Terrie Ann WiedenheftChief Financial Officer
- Timothy StearnsVP, Chief Compliance Officer
- Matthew BarryVP, Product Management & Head of Capital Markets
- Lindsay ConnellyAvp, Assistant Treasurer
- Jay JohnsonVP, Corporate Finance and Treasurer
- Teresa LucasVP, Assistant Treasurer, Fund Accounting, Financial Reporting, Tax
- Jill McGruderDirector
- John MusgroveAvp, Assistant Treasurer
- Jonathan NiemeyerDirector
- Tyler RennersSecretary
- Thomas SinglerAvp, Investment Strategy Specialist
- Julie SmithVP, Fund Administration and Operations
- R ThomasAvp, Global Market Strategist
- Donald WuebblingDirector